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119 N Broadway Street Suite 102, Greenfield, IN 46140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2007-06-11 |
Branch Locations
119 N Broadway Street Suite 102, Greenfield, IN 46140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven L. Bucksot, Cpa, Cfp | Indianapolis | IN | 01/1992 | Present |
| Steven L. Bucksot, Registered Investment | Indianapolis | IN | 10/1995 | Present |
| Cornerstone Financial Services, Inc. | Indianapolis | IN | 08/1998 | Present |
Cornerstone Advisory LLC, RIA, Investment Advisor, since 2/2018, same address broker dealer, 60 hours per month. CFO. 3. Bosma Industries for the Blind. 6270 Corporate Drive, Indianapolis IN 46278. Non-Investement Related. I serve on the Board of Directors for the Not-for-Profit Organization. Currently the Board's Treasurer but do not have access to the organizations funds. Primary role is advisement and expertise. I spend 5-6 hours per month during business hours with this organization. This is a 100% Voluntary position and I do not receive compensation for my role or service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-01 |
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